ELITE CAPITAL SERVICES, LLC
Firm details
- Headquarters
- FOLSOM, California
- CRD number
- 145449
- Website
- www.elitecapitalservices.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals66.67%
- HNWI33.33%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Elite Capital Services, LLC is a privately owned limited liability company that acts as a capital allocator for individual and family clients. The firm charges fees based on a percentage of assets under management and identifies its primary business role as an Other Financial Product Salesperson. Its stated advisory offerings cover portfolio management for individuals and small businesses, pooled investment vehicles, and for institutional or business clients; it also lists pension consulting services and the selection of other advisers among its capabilities. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Cash & Cash Equivalents40%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
1 of 1MARIOS GREGORIOU
Managing DirectorCRD 1513260
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FOLSOM, CA
SACRAMENTO
Location
FOLSOM, CA
Headquartered in FOLSOM, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- SACRAMENTO
- Address
- 101 Parkshore Dr
- Time zone
- PT (UTC-8)
- Office locations
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